Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,080
Closed -$544K 325
2021
Q3
$544K Buy
2,080
+56
+3% +$18.9K 0.02% 171
2021
Q2
$784K Sell
2,024
-2,464
-55% -$821K 0.02% 146
2021
Q1
$1.44M Buy
4,488
+2,937
+189% +$1.08M 0.05% 130
2020
Q4
$524K Sell
1,551
-373
-19% -$166K 0.02% 163
2020
Q3
$904K Buy
1,924
+796
+71% +$255K 0.04% 117
2020
Q2
$286K Sell
1,128
-374
-25% -$67.3K 0.01% 190
2020
Q1
$219K Buy
+1,502
New +$148K 0.01% 193

Other funds holding ZM

Quilter Plc's ZM Position: Q4 2021 in Review

Quilter Plc sold out of Zoom (ZM) in Q4 2021, closing a stake of 2,080 shares — an estimated $544K sold.

Quilter Plc first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $1.44M in Q1 2021. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Quilter Plc reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Quilter Plc sold 2,080 Zoom shares in Q4 2021, an estimated $544K.
  • Quilter Plc first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Quilter Plc's Zoom position peaked at $1.44M in Q1 2021.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Quilter Plc's 13F filing for Q4 2021, filed 14 Feb 2022.